After feeding off a benign macro environment, the bulls could be forced off their peak as rising yields and earnings uncertainty take centrestage
V Keshavdev - March 20, 2018
Looking Beyond The Smog
Neelkanth Mishra of Credit Suisse on why he believes growth is unlikely to revive in the New Year
Neelkanth Mishra - December 14, 2017
Are the markets ignoring macroeconomic concerns?
Rising inflation, widening deficit and a possible earnings downgrade loom large over the horizon
October 12, 2017
Does Price Recovery Signal a Revival For Metal Stocks?
Are metals out of the trough or will the slump continue?
April 27, 2016
Hold the bubbly
Economic momentum may have bottomed out but meaningful acceleration is some time away
Neelkanth Mishra - May 09, 2015
Good times better stay
Get a sense of where the market could head from here on. Know the reasons why they feel what they feel
N Mahalakshmi - June 10, 2015
Caught between a rock and a hard place
FY14 could well end with a whimper even as investment experts pin hopes on a reforms push
V Keshavdev - July 16, 2015
P Chidambaram's moolah mantra
Four experts comment on whether the budget FY14 has managed to tackle the headwinds facing the economy
July 13, 2015
Credit Suisse's Neelkanth Mishra reviews Poor Economics
December 18, 2015
"The economy is relying on hot money flows"
Don’t get carried away by the rally as structurally things are still looking pretty scary, feels Neelkanth Mishra of Credit Suisse
V Keshavdev - August 12, 2015